Ruedi Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Ruedi Wealth Management’s Portfolio DFAU Stock Details DFAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$390K	Buy	8,651 +1	+0%	+$47	0.1%	48
2025 Q4	$405K	Sell	8,650 -558	-6%	-$25.9K	0.11%	46
2025 Q3	$421K	Sell	9,208 -256	-3%	-$11.3K	0.12%	45
2025 Q2	$401K	Buy	9,464 +2	+0%	+$78	0.12%	47
2025 Q1	$364K	Sell	9,462 -268	-3%	-$10.9K	0.11%	42
2024 Q4	$394K	Buy	9,730 +3	+0%	+$123	0.12%	39
2024 Q3	$386K	Buy	9,727 +2	+0%	+$76	0.13%	41
2024 Q2	$365K	Sell	9,725 -46	-0.5%	-$1.67K	0.14%	41
2024 Q1	$357K	Sell	9,771 -53	-0.5%	-$1.83K	0.15%	42
2023 Q4	$327K	Sell	9,824 -61	-0.6%	-$1.89K	0.15%	37
2023 Q3	$296K	Sell	9,885 -196	-2%	-$6.1K	0.17%	35
2023 Q2	$312K	Sell	10,081 -278	-3%	-$8.15K	0.18%	34
2023 Q1	$298K	Sell	10,359 -52	-0.5%	-$1.47K	0.19%	32
2022 Q4	$281K	Buy	+10,411	New	+$283K	0.2%	35

Other funds holding DFAU

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Aquire Wealth Advisors South Jordan, Utah $380M AUM 17.5% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Mars Jewett Financial Group Bellevue, Washington $316M AUM